Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
NORTHWEST FINANCIAL ADVISORS | COM | 2351 | $60,230 | 79 | 0.00 | 79 | +Inf | 03-31-2024 | |
REILLY FINANCIAL ADVISORS LLC | COM | 2352 | $51,000 | 78 | 0.00 | 0.00 | 6 | 8.33 | 12-31-2021 |
MAIN STREET GROUP LTD | COMMON STOCK | 2353 | $54,397,000 | 77 | 0.02 | 77 | +Inf | 12-31-2023 | |
OFI INVEST ASSET MANAGEMENT | COM | 2354 | $54,356 | 77 | 0.00 | 0.00 | 3 | 4.05 | 03-31-2024 |